Client Services Specialistcarrie.firstname.lastname@example.org
I grew up in Timberville, VA and graduated from Broadway High School in 2004. I received a B.S. in Business Administration – Management from Ferrum College in 2009. I began working as a bank teller with Carter Bank & Trust in Harrisonburg, VA in 2009, working my way up through the ranks to Branch Manager at the former Waynesboro, VA location. In 2015, I became a mother to a wonderful baby girl and wanted to work closer to home, so I accepted a position at Farmers and Merchants (F&M) Bank in Timberville as an Assistant Branch Manager. In that role, I had many different responsibilities, including opening accounts, personal and real estate lending and client retention. After 14 years in the banking industry, I joined Schrock Financial in January 2023.
I use my strong banking background, as well as many years of customer service to support daily operations in the office, including client service, form preparation and appointment scheduling. I enjoy supporting our clients and strive to ensure each client has a fantastic experience at Schrock Financial. I am currently studying to take the Security Industry Exam and Series 7 exam. I am also a Notary Public in Virginia.
I enjoy spending time and traveling with my husband, Trenton, and daughter, Callie. We enjoy going on cruises and adventures with friends any chance we get. We have a Goldendoodle pup named Tillie as well as two cats, Jake and Bella. I enjoy serving my community to the best of my abilities in my new role with Schrock Financial.
Securities and advisory services offered through LPL Financial, a registered investment advisor. Member of FINRA/SIPC. The LPL Financial registered representative associated with this website may only discuss and/or transact securities business with residents of the following states: DC, FL, TX, VA, WV.